Date: Wednesday May 21th | Time: 5:30pm - 7:30pm | Location: Total Wine & More - Concord Mills
Join us as we uncork the complex and murky worlds of investing and wine, to reveal simple truths to please your portfolio and your palate. The evening will include a Thought Provoking Presentation followed by a Complimentary Wine Tasting. Appetizers and soft drinks will be served.
- We'll explore the surprising similarities between four common myths about investing and four myths about wine.
- Discover how these misconceptions can undermine your financial goals—like your IRA or 401(k)—and even affect how you enjoy your next glass of wine.
- You will leave with practical insights to spot these myths, separate fact from fiction, and make smarter, more confident decisions in both your investing and wine-tasting experiences.
- Enhance your decision-making skills with clear, actionable strategies that bring greater confidence to both your financial planning and wine appreciation
5:30pm - 6:00pm: Socializing & Light Appetizers
6:00pm - 6:40pm: Presentation & Discussion: "Uncork The Myths of Investing & The Myths of Wine Tasting"
6:40pm - 7:30pm: Wine Tasting - "Vive La France"
* At around 7:15pm there will be a drawing for a Gift Card from Total Wine & More
Join us for … Good Wine, Food and Fun Education. Register Now!
Location of Event
Packard Place
222 S. Church Street
Charlotte, NC 28201
Parking Paid for by Family Wealth Partners
Why These Events
People ask us why we host these educational events. We do these for our clients, their guests, and the community. These free workshops provide a program of sound investment information, education, and support to help you take control of your financial present and future.
Register Now
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Family Wealth Partners
704-782-9064
Investment Advisory Services offered through Family Wealth Partners, a North Carolina Registered Investment Advisor.